A detailed history of Endowment Wealth Management, Inc. transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 31,819 shares of LMBS stock, worth $1.55 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
31,819
Previous 30,533 4.21%
Holding current value
$1.55 Million
Previous $1.47 Million 3.73%
% of portfolio
1.23%
Previous 1.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$47.58 - $48.41 $61,187 - $62,255
1,286 Added 4.21%
31,819 $1.53 Million
Q1 2024

May 08, 2024

BUY
$47.95 - $48.49 $73,267 - $74,092
1,528 Added 5.27%
30,533 $1.47 Million
Q4 2023

Feb 07, 2024

BUY
$46.58 - $48.36 $118,033 - $122,544
2,534 Added 9.57%
29,005 $1.4 Million
Q3 2023

Oct 30, 2023

BUY
$47.15 - $47.94 $238,390 - $242,384
5,056 Added 23.61%
26,471 $1.25 Million
Q2 2023

Aug 10, 2023

BUY
$47.5 - $48.33 $69,540 - $70,755
1,464 Added 7.34%
21,415 $1.02 Million
Q1 2023

May 10, 2023

BUY
$47.34 - $48.21 $249,907 - $254,500
5,279 Added 35.98%
19,951 $955,000
Q4 2022

Feb 13, 2023

BUY
$46.64 - $47.85 $144,957 - $148,717
3,108 Added 26.88%
14,672 $695,000
Q3 2022

Nov 10, 2022

BUY
$47.35 - $48.58 $52,369 - $53,729
1,106 Added 10.58%
11,564 $548,000
Q2 2022

Aug 15, 2022

BUY
$47.98 - $48.96 $156,030 - $159,217
3,252 Added 45.13%
10,458 $505,000
Q1 2022

May 04, 2022

BUY
$48.85 - $50.03 $99,702 - $102,111
2,041 Added 39.52%
7,206 $353,000
Q4 2021

Feb 11, 2022

BUY
$49.97 - $50.67 $258,095 - $261,710
5,165 New
5,165 $258,000

Others Institutions Holding LMBS

About FIRST TR ETF FD IV FIRST TR LO


  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
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